How are we performing against our KPIs?
This classic sales manager question must be at the very top of the sales manager’s CRM. Along with management reporting and an overview of sales opportunities across the team. The sales manager needs the real-time image of a team’s result creation, as well as the right data to make a forecast – including the not so obvious parameters.
With Microsoft Dynamics CRM, you can freely choose the data for your dashboard as well as an optional layout. The sales manager can also edit his dashboard, making reporting to top management easier.
The visualisation of data makes it easy and convenient to assess individual performance:
- Are there sales processes which require attention?
- Are there salespeople in need of help?
If the sales manager’s weekly pipeline review with his boss requires contact with a salesperson in the team, it is possible to launch the contact with one click. And the overview must be sharp, allowing the sales manager to make decisions based on facts, not hunches.
In short – an easier working day with CRM!